Pipedrive + Shopify + Salesforce integration

Use Autopilot to create journeys that use the Pipedrive, Shopify and Salesforce integrations.

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Marketing Automation ideas to integrate Pipedrive, Shopify and Salesforce.

Shopify Abandoned Cart to Add Salesforce Task to Assign Pipedrive Person Owner

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Shopify Abandoned Cart to Assign Salesforce Lead to Group to Update Pipedrive Deal

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Shopify Abandoned Cart to Add Pipedrive Note to Assign Salesforce Lead to Group

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New Shopify Customer to Update Salesforce Field to Schedule Pipedrive Activity

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New Shopify Customer to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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New Shopify Customer to Create Salesforce Opportunity to Update Pipedrive Person Field

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Shopify Abandoned Cart to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Has Abandoned Shopify Cart to Assign Salesforce Lead to Add Pipedrive Note

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Shopify Abandoned Cart to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Has Abandoned Shopify Cart to Create Salesforce Opportunity to Add Pipedrive Deal

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New Shopify Customer to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Shopify Abandoned Cart to Add Pipedrive Note to Assign Salesforce Lead

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Shopify Abandoned Cart to Check Salesforce Campaign Member Status to Update Pipedrive Deal

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New Shopify Customer to Check Pipedrive Person Field to Assign Salesforce Lead

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Shopify Abandoned Cart to Add Salesforce Task to Add Pipedrive Note

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New Shopify Customer to Create Salesforce Opportunity to Update Pipedrive Deal Field

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New Shopify Customer to Schedule Pipedrive Activity to Update Salesforce Field

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Has Abandoned Shopify Cart to Update Salesforce Field to Assign Pipedrive Person Owner

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Shopify Abandoned Cart to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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New Shopify Customer to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Showing 20 journey ideas for Pipedrive, Shopify and Salesforce

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Shopify integration and the Salesforce integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive, Shopify and Salesforce.